Calamos Wealth Management LLC

Position in CB — Chubb Ltd

CIK 1455258 NAPERVILLE, IL

Position in CB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$19,249,084

+$515,280 QoQ

Shares Held

56,492

-1.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#323

of 2,131 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Calamos Wealth Management LLC holds $22,853,625 across 5 Insurance - Property & Casualty names. CB ranks #1 (84.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	56,492	$19,249,084
2	ALL	Allstate Corp	5,309	$1,263,223
3	TRV	Travelers Companies, Inc.	3,465	$1,143,865
4	MKL	Markel Group Inc.	459	$896,431
5	AIZ	Assurant, Inc.	1,121	$301,022

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,249,084	56,492	-1.7%	Shares	Sole	2026-07-31
2026-03-31	$18,733,804	57,478	+2.2%	Shares	Sole	2026-05-04
2025-12-31	$17,556,437	56,249	+34.7%	Shares	Sole	2026-01-29
2025-09-30	$11,783,655	41,749	+2.3%	Shares	Sole	2025-10-20
2025-06-30	$11,824,052	40,812	+1.1%	Shares	Sole	2025-07-29
2025-03-31	$12,194,960	40,382	+1.3%	Shares	Sole	2025-04-29
2024-12-31	$11,016,357	39,871	+0.3%	Shares	Sole	2025-01-24
2024-09-30	$11,465,232	39,756	+2.3%	Shares	Sole	2024-11-12
2024-06-30	$9,912,663	38,861	+2.1%	Shares	Sole	2024-07-25
2024-03-31	$9,860,933	38,054	-22.3%	Shares	Sole	2024-05-08
2023-12-31	$11,075,582	49,007	+0.6%	Shares	Sole	2024-01-31
2023-09-30	$10,145,235	48,733	+81.7%	Shares	Sole	2023-10-26
2023-06-30	$5,165,229	26,824	-1.2%	Shares	Sole	2023-07-28
2023-03-31	$5,272,181	27,151	-3.4%	Shares	Sole	2023-05-04
2022-12-31	$6,198,860	28,100	+0.4%	Shares	Sole	2023-01-26
2022-09-30	$5,091,366	27,993	+2.7%	Shares	Sole	2022-10-24
2022-06-30	$5,356,608	27,249	+1.8%	Shares	Sole	2022-08-01
2022-03-31	$5,725,247	26,766	+3.0%	Shares	Sole	2022-05-03
2021-12-31	$5,023,740	25,988	+1.4%	Shares	Sole	2022-02-01
2021-09-30	$4,448,200	25,641	+1.0%	Shares	Sole	2021-10-26
2021-06-30	$4,033,579	25,378	-7.3%	Shares	Sole	2021-07-22
2021-03-31	$4,324,586	27,376	-34.8%	Shares	Sole	2021-04-12
2020-12-31	$6,460,330	41,972	+2171.2%	Shares	Sole	2021-01-27
2020-06-30	$233,993	1,848	-16.5%	Shares	Sole	2020-07-27
2020-03-31	$247,281	2,214	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.